Interact to see
Advertisement
Advertisement
JHEQX vs JHQRX
JHEQX vs JHQRX Comparison
Open Charts JHEQX vs JHQRX
JHEQX vs JHQRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JHEQX vs. JHQRX commentary
Jun 08, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JHEQX is a Hold and JHQRX is a Hold.
FUNDAMENTALS
Fundamentals
JHEQX (18.8B) and JHQRX (18.8B) have equal amount of cash in the bank . JHQRX pays higher dividends than JHEQX: JHQRX (0.86) vs JHEQX (0.62). JHEQX was incepted earlier than JHQRX: JHEQX (12 years) vs JHQRX (12 years). JHEQX (0.57) is less costly to investors than JHQRX (0.32). JHEQX (20.00) and JHQRX (20.00) have comparable annual turnover. JHEQX has a lower initial minimum investment than JHQRX: JHEQX (1000000) vs JHQRX (15000000). JHQRX (6.92) and JHEQX (6.67) have marching annual gain over last year. JHQRX (39.57) and JHEQX (38.22) have equivalent 5 years return.
| JHEQX | JHQRX | JHEQX / JHQRX | |
| Total Expense Ratio | 0.57 | 0.32 | 178% |
| Annual Report Gross Expense Ratio | 0.57 | 0.32 | 178% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | -1.994 | -1.897 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8B | 18.8B | 100% |
| Annual Yield % from dividends | 0.62 | 0.86 | 72% |
| Returns for 1 year | 6.67 | 6.92 | 96% |
| Returns for 3 years | 29.85 | 30.81 | 97% |
| Returns for 5 years | 38.22 | 39.57 | 97% |
| Returns for 10 years | 128.22 | 132.72 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MERIX | 17.15 | -0.05 | -0.29% |
| The Merger Fund I | |||
| RSEYX | 14.21 | -0.28 | -1.93% |
| Columbia Global Value Inst2 | |||
| RTLCX | 92.90 | -2.34 | -2.46% |
| Russell Inv Tax-Managed US Large Cap C | |||
| EXOSX | 37.09 | -0.95 | -2.50% |
| Manning & Napier Overseas Series I | |||
| MIGIX | 18.88 | -0.96 | -4.84% |
| Morgan Stanley Inst Global Insgt I | |||